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Booking & Lead Capture
What happens when someone books
The events triggered behind the scenes the moment a booking lands.
- Customer: receives a confirmation email + SMS within 30 seconds.
- You: receive an instant dashboard notification + (optional) SMS alert.
- CRM: a lead row is created with source attribution + score.
- Sequences: any "post-booking" automation begins (e.g. 24h reminder, paperwork link).
- Calendar: the slot is pushed to the connected calendar (Cal.com or Google).
If any of these steps fails — e.g. a Twilio outage prevents the SMS — the failure logs to your dashboard and the system retries on the next pass.